DFX Intelligence

Data Factory

H••••••••• • S•••• H••••••••• I••••••••• L•• •••••• 2•: private fund on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthPrivate fundreal estate fund3(c)(1)

H••••••••• • S•••• H••••••••• I••••••••• L•• •••••• 2•

advised by H••••••••• INC., A CALIFORNIA CORPORATION

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a9b7c2c-183f-9c94-b865-755f95b8e099

Data as of Jun 5, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 22, 2012 to Jun 5, 2023
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

H••••••••• • S•••• H••••••••• I••••••••• L•• •••••• 2•

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: H••••••••• INC., A CALIFORNIA CORPORATIONCRD 112226
Fund type: Real Estate Fund
Latest reported GAV: $990,000gross asset value on Schedule D 7.B(1), as of 2023-06-05; never fund size
Peak reported GAV: $2.5M
Beneficial owners: 2
Minimum investment: $50,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 5, 2023	$990,000

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA MERRILL LYNCH	BANK OF AMERICA MERRILL LYNCH	Dallas	Texas	United States	no	n/a

Relationships

Advises (1)

← H••••••••• INC., A CALIFORNIA CORPORATIONRegistered adviserReal Estate Fund, IA
Mar 22, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a9b7c2c-183f-9c94-b865-755f95b8e099
First observed: Mar 22, 2012
Last observed: Jun 5, 2023 40 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.